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Investment Briefing with Alceon Group

Craig Smith
17 October 2023
1 min read

Hear the Head of Investment Relations, Matthew Swieconek, and Grant Atchison, Head of Real Estate Funds Management at Alceon Group discuss:

  • Investment outlook for the remainder of 2023 and into 2024

  • Current positioning of Findex investment portfolios

  • Overview of the current state of the New Zealand & Australian commercial property market and how Alceon is positioning its investments in response.

Presenters:

  • Craig Smith – Partner Wealth Management, Findex

  • Matthew Swieconek – Head of Investment Relations, Findex

  • Grant Atchison – Head of Real Estate Funds Management – Alceon Group

Author: Craig Smith | Partner

Craig joined Findex in 2017 through the acquisition of Wealth Works, where he had been providing clients with investment & financial advice since 2010. Prior to that Craig was advising clients of another Auckland based accounting firm. Craig is the Adviser Representative on the Findex New Zealand Investment Committee, ensuring that the voice of clients is well considered in all decisions. He is committed to providing well rounded financial advice for all clients. He takes a holistic approach and considers all elements of a client's financial and lifestyle situation before developing strategies to achieve their goals.